See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,234 | $110,257-75.3% | $96,544-71.8% | $139,434-80.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.94% | 26.32%-15.4pp | 25.84%-14.9pp | 372.94%-362.0pp |
| Employer contribution / active EE | $3,239 | $3,620-10.5% | $2,965+9.2% | $4,751-31.8% |
| Participant deferral / active EE | $3,989 | $5,548-28.1% | $4,851-17.8% | $6,710-40.6% |
| Admin fee / account holder | $5,753 | $11,591-50.4% | $8,252-30.3% | $11,403-49.5% |